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Marcum Wealth’s Shell SHEL Stock Holding History

Marcum Wealth’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$273K Buy
3,721
+247
+7% +$16.6K 0.02% 302
2024
Q4 		$218K Sell
3,474
-385
-10% -$25.2K 0.02% 347
2024
Q3 		$254K Sell
3,859
-234
-6% -$16.6K 0.02% 320
2024
Q2 		$295K Sell
4,093
-130
-3% -$9.29K 0.03% 278
2024
Q1 		$283K Buy
4,223
+150
+4% +$9.61K 0.03% 280
2023
Q4 		$268K Sell
4,073
-50
-1% -$3.28K 0.03% 274
2023
Q3 		$265K Buy
4,123
+775
+23% +$48.2K 0.03% 266
2023
Q2 		$202K Buy
+3,348
New +$201K 0.02% 334

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Marcum Wealth's SHEL Position: Q1 2025 in Review

Marcum Wealth increased its Shell (SHEL) stake by 7.1% in Q1 2025, buying an estimated $16.6K and bringing the position to 3,721 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #302.

Marcum Wealth first reported a position in SHEL in Q2 2023 and has held it in 8 quarters since. The position peaked at $295K in Q2 2024. 1,414 funds tracked by Wall St. Rank hold SHEL as of Q1 2025.

  • Marcum Wealth held 3,721 shares of Shell worth $273K as of Q1 2025.
  • Marcum Wealth bought 247 Shell shares in Q1 2025, an estimated $16.6K.
  • Shell made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #302 holding.
  • Marcum Wealth first reported a position in Shell in Q2 2023 and has held it in 8 quarters since.
  • Marcum Wealth's Shell position peaked at $295K in Q2 2024.
  • 1,414 funds tracked by Wall St. Rank held Shell as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.